OH Cap Asset Management
Firm details
- Headquarters
- ,
- CRD number
- 330600
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI97.13%
- Individuals2.87%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsMarket Timing Services
Firm profile
FINTRXOverview
OH Cap Asset Management is an independent, individually owned RIA that serves predominantly individual and family clients. The firm provides financial planning and portfolio management for individuals, small businesses and institutional/business clients, and lists market-timing services among its advisory activities. It charges clients via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not a pension consultant or related adviser. It also does not function as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities59%
- US Government Bonds18%
- State & Local Bonds10%
- Public Funds/Mutual Funds8%
- Investment Grade Corp Bonds3%
Contacts
1 of 1
Michael Aussieker
President, CCOCRD 5210923
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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